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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,539 | $108,942+253.0% | $100,415+282.9% | $145,897+163.6% |
| Participation rate | 42.1% | 83.0%-40.9pp | 81.5%-39.4pp | 80.3%-38.2pp |
| Annual return | 11.24% | 58.27%-47.0pp | 49.47%-38.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,330 | $8,461-1.5% | $8,091+3.0% | $6,689+24.5% |
| Admin fee / account holder | $20,360 | $9,702+109.9% | $7,906+157.5% | $13,390+52.0% |